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How to Make a Business Investment Agreement [11+ Templates to Download]

In the words of Warren Buffet, one should never invest in a business that he or she doesn’t understand. Sounds really simple, doesn’t it? However, even experienced investors forget this seemingly simple concept and still get dragged into putting their money anywhere they can, especially when looming trouble masquerades as a small success. Before making a business investment, make sure that the deal you’re entering comes with a written agreement that serves all parties involved. You may also see Agreement Templates.

Table of Contents:

5 Steps to Write A Business Investment Agreement

Step 1: Prepare Your Proposal’s Executive Summary

Before setting the terms and conditions of your agreement in your contract, make sure you have had your proposal submitted along with the executive summary. A short description of your proposal or offer in one to two paragraphs written in a clear and readable format can get the attention of the other party enough for them to consider your provisions and take into account everything it entails and not just the returns or benefits the business or the other party can get.

Step 2: List The Products, Services, and Facilities

Are you, like the other party, also a business owner or one of the shareholders? Where is your company located and what type of building is it? Are you leasing the space or do you own it? Aside from basic information regarding your business and the property, it’s sitting on, you also have to provide information on owned and rented equipment. You also need to get into detail regarding inventory, selling prices, production budget as well as existing credit terms with suppliers.

Step 3: State The Purpose Of The Investment

If you’re the one making a proposal to get an investor aboard, you need to indicate the purpose of the investment. Simply put, the other party would want to see where his money is going and whether or not your business goals are aligned.

Step 4: Detail The Financials

Investors want to know exactly what they are investing in and with good reason. They want to see a reliable forecast of the cash flow, inventory schedules, statement of profit and losses, sales forecast for the quarter or the fiscal year, the balance sheet and every type of record that would help them understand or get a general idea of your company’s financial standing.

Step 5: Get It In Writing

The importance of having a written contract cannot be over-emphasized to protect businessmen from ugly disputes and unfounded claims of fraudulent transactions. There simply is no substitute for an agreement in writing if you want it to be enforceable in court. Furthermore, agreements provide the investor legal standing in case of an actual fraud happening.

Business Investment Agreement Template

Investment Contract Agreement

Do you, like any regular investor or businessman, want to protect the shares and investments that you’ve worked so hard to build and increase through the years? Worry not, because the business investment agreement templates we have online can help you do just that. So download, customize and print in whatever format works for you, to get started!

Short Term Investment Contract

Success isn’t only a dollar amount and an attractive figure staring back at you on your business profits and bank accounts. Success is the ability to make sure you’re doing every step of the process correctly, and it all starts with protecting your investments through a legally-binding agreement. Download this template to help you write an enforceable business investment agreement.

Investment Agreement Template

Are you currently at a loss for what provisions or terms to include? Luckily, our business investment agreement templates in this article also serve as helpful examples in properly structuring an agreement complete with provisions that you can tailor according to the business you’re investing in, or the investor you’re hoping to close a deal with.

Startup Investment Contract Example

Investment agreements are first and foremost, professional business documents that need to be well-written if they are to be taken seriously. One of the best ways to make sure you’ve got your writing on point, from the language you use to the legal terms you’re set to define, is through templates such as the ones we have attached here which you can print and download in one click!

Investment Contract Template

Did you think it was easy to write an investment agreement with terms that both parties can just as easily agree to, without questions? You thought wrong. Agreements need to be discussed with terms properly outlined to serve both parties’ interests. Use the business agreement templates available for you to download on this website to make your task easier.

Business Investment Agreement Template

Does the investor or company you’re hoping to reach an agreement with, require a written record of your investment deal? You don’ have to look far, because we have prepared more than enough investment agreement templates to get you started. You can start downloading, edit the templates, customize and print according to how much you need.

Company Investment Contract

Do you have dreams of making money by expanding your shares and making your investment grow in a reliable business deal? Then what you need is a written business investment agreement that outlines the terms and conditions set with the other party. You’re free to use the template above as your guide, or just edit and customize it to save time.

Equity Investment Agreement Example

About to write an agreement that takes into account the interests of all parties involved? You can start by using the business investment agreement templates on our website and just edit it according to what you and the rest of those who are part of the deal, needs. They’re also available in different formats for easy printing!

Investment Agreement Template

Are you worried about not having enough experience in writing legally-binding agreements? Writing any business agreement doesn’t have to be a complicated process even if it’s your first time, especially since you can make use of templates as your guide. Not only that, you can just choose to edit and customize them with the terms you and the businessman or investor have agreed on!

Investment Agreement Template

Agreements need to be written with consideration of the applicable state laws and business regulations, so make sure you’re aware of the jurisdiction your investment agreement will have. Otherwise, check the templates such as the one above to make sure you’ve got everything covered.

You’ve got to admit that believing in the success in an area you have spent years studying would open chances for you to have a good understanding of a totally different field. But you could be overestimating yourself and those chances. Investing is no different, that’s why there’s no alternative to a written agreement in any type of investment or any deal for that matter.